I have scoured the internet for the very best free resources to help you with various aspects of your financial planning.
These free tools and calculators are incredibly easy to use and really bring to life how much difference little tweaks can make – all thanks to your forward thinking!
They are broken down into 4 Categories;
The Money Navigator tool gives you action plans based on your own situation, including how to stay on top of bills and payments, what extra help and support you’re entitled to, and where you can get free advice for debt, housing or redundancy
This
Free budget calculator will help you to know exactly where your money is being spent, and how much you’ve got coming in.
The Investment calculator is designed to show how putting your money into an investment product could help you to achieve your goal.
Should I overpay my mortgage?
Which fixed mortgage deal is the better value?
How to fund your long-term care: a beginner’s guide
Attendance Allowance is an under-claimed benefit for people over State Pension age who need support or supervision - it's non-taxable and not means tested!
A lasting power of attorney (LPA) is a legal document that lets you appoint people to make decisions on your behalf, if you have an accident or an illness and can no longer do so.
This care costs calculator will help you to understand how much may be needed to cover the cost of care, as well as the support available for home improvements and adaptations.
The Midlife MOT is a tool to help you assess your current financial situation and plan for the future. Your personalised report will tell you what to prioritise and link to guidance on how to improve your financial wellbeing from midlife through to retirement.
Check when you'll reach state pension age with this
state pension calculator.
Track down any pension plans and providers that you’ve lost contact with.
Take a look at
how much income you might need to fund your desired lifestyle in retirement - and if you are likely to afford it.
All information given is for financial education only and does not constitute financial advice, which can only be given after a bespoke review of individual circumstances. The content on the website and any recordings, newsletters or future content is strictly for general consideration only. No action must be taken or refrained from based on the content alone. Professional advice must always be sought. Accordingly, neither Zoe Taylor nor any affiliated parties, officers, employees or contractors, can take responsibility for any loss occasioned as a result of any action or inaction. Privacy Policy
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